About Sorrento Pacific Financial
Sorrento Pacific Financial was established in 2003 in San Diego, United States, as a provider of broker and dealer services within the financial industry. Core operations involve facilitating brokerage activities and dealer functions for clients. The firm is co-founded by Valorie Seyfert, with activities centered in the U.S. financial markets to support trading and investment needs.
- Headquarter San Diego, United States
- Founders Valorie Seyfert
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Atria Wealth Solutions
(Aug 02, 2017)
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Funding Insights of Sorrento Pacific Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Sorrento Pacific Financial
Sorrento Pacific Financial has secured backing from 1 investor. Prominent investors backing the company include Atria Wealth Solutions. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Wealth management services are provided to clients nationwide.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Sorrento Pacific Financial
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Sorrento Pacific Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Sorrento Pacific Financial Comparisons
Competitors of Sorrento Pacific Financial
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Sorrento Pacific Financial
When was Sorrento Pacific Financial founded?
Sorrento Pacific Financial was founded in 2003.
Where is Sorrento Pacific Financial located?
Sorrento Pacific Financial is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
What does Sorrento Pacific Financial do?
Sorrento Pacific Financial was established in 2003 in San Diego, United States, as a provider of broker and dealer services within the financial industry. Core operations involve facilitating brokerage activities and dealer functions for clients. The firm is co-founded by Valorie Seyfert, with activities centered in the U.S. financial markets to support trading and investment needs.
Who are Sorrento Pacific Financial's investors?
Sorrento Pacific Financial has 1 investor. Key investors include Atria Wealth Solutions.